About this episode

Simon Brown explores prediction markets and discusses the current valuation of Netflix.

Can you find a real edge in prediction markets? Simon hunts the arbitrage — and calls Netflix cheap. In this week's WorldWideMarkets: • 🎲 Prediction markets: where's the edge, and where's the scam? • 🇧🇷 The Brazil election "two-horse arbitrage" explained • 📈 Betting SA's 2026 inflation print with a Bayesian model • 🎬 Netflix halved — Simon says it's now cheap • 📊 Stocks on the move: Bid Corp, Mr Price, OUTsurance, Vodacom, Absa, Gold Fields CHAPTERS: 0:00 Introduction 1:20 Prediction markets: where's the edge? 4:35 The Brazil election arbitrage 8:05 Betting SA inflation with a Bayesian model 13:30 Upcoming events 14:25 Oil, Iran & Canada tariffs 16:45 Netflix: cheap for the first time in years 19:50 Stocks on the move 🌐 More at JustOneLap.com

People in this episode

Host: Simon Brown

Topics covered

• prediction markets
• arbitrage
• Netflix valuation
• Brazil election
• Bayesian model
• stocks analysis

Keywords

• prediction markets
• arbitrage
• Netflix
• Brazil election
• Bayesian model
• stocks
• inflation

Mentioned in this episode

Organizations: Netflix, Bid Corp, Mr Price, OUTsurance, Vodacom, Absa, Gold Fields

Places: Brazil

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